CFP®, CTFA, ChSNC®, ChFC, CLU®
I have been working with families since 1994 and can help you build a plan to sustain your child’s level of care during and after your life, including funding, housing, support staff and authority for medical and financial matters.
“I have a compassionate and steadfast commitment to helping families who have been blessed to have a child with special needs.”I personally understand how overwhelming the process for tending to your family needs can be. Together, we can build a life plan that fits the unique needs for your family.
I am proud to be part of the community and have previously been involved with the Down Syndrome Buddy Walk, Camp and Courage, and the Rehab Institute of Kansas City. My wife and I live with our children in Lawson, MO.
Call today to set up a no-obligation conversation about your financial well-being.
Securities and advisory services offered through Copper Financial Network (“Copper Financial”), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities:
Are Not Deposits
Are Not NCUA or otherwise Federally Insured
Are Not Obligations of or Guaranteed by the Credit Union
May Lose Value
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